Dunham Trust Company Celebrates 20 Years and You May Get the Present!

This post was authored by Dunham's Marketing Department. If you have questions concerning today's topic, please call us at (858) 964 - 0500. Hold us to a higher standard.

In 1999, Dunham Trust Company (“Dunham”) was founded on the simple idea that cultivating highly personal service would result in exceptional trust administration.

We've come remarkably far in the last 20 years and continue to innovate for the benefit of the families and communities we serve by holding to the same personal service-based ideology on which Dunham was founded.

Dunham Trust Company acquired Adagio Trust Company in 2009 and the personal trust business sectors of Provident Trust Group of Las Vegas and Cache Bank & Trust of Colorado in 2015.

In 2019, growth continued with the addition of Guardianship Services of Nevada (GSN) to the Dunham family. This acquisition enhanced Dunham’s offerings by adding talented guardians and case managers who will support our clients when assistance is needed most.

Whether coordinating a personalized support team or facilitating a multi-million dollar business exit, building lasting relationships has been and continues to be our key to sustained success. Dunham Trust Company President Ann Rosevear says, “Two decades ago, our founder sought a solution in the trust services marketplace for wealth protection and asset management based upon a willingness to serve and work with, not compete against, trusted financial, tax and legal advisors. Since that time, our referral relationships has grown exponentially from coast to coast. It is the foundation of our success."

As we greet the future, we will strive to promote the personal connections between our Dunham teammates and colleagues and to excel at trustees for our invaluable clients.

For You. For Them. For Generations To Come.

Now for the present!

In celebration of Dunham’s anniversary, simply provide contact information, and we will enter you in a drawing for a 30oz YETI Tumbler!

Welcome to the new Dunham Portal!

There are changes in how you access your account. Please select below which type of user you are for more information.

Current Web User

You should have received an email on February 1st with a link to activate your username. If you did not receive an email, please contact Customer Care via customercare@dunham.com or at 800-442-4358 and we will reset your account.

New Web User

We invite you to register. You will need your social security number and date of birth.

Custom Account Holders

The account number format has changed to drop leading letters and replace the dash with a 0. For example, IO1234-01 is now 1234001.

If you have any questions or need assistance, please contact Dunham Customer Care at 800-442-4358. We thank you for your commitment to Dunham.